About Me

I am a Partner at Findex with over 18 years of industry experience and lead our Tasmanian Wealth Management team.

It is my aim to provide clients with the best strategies for them to achieve their cash flow objectives, financial goals and future aspiration. I love helping people set themselves up financially for the life they want to live, not have to live.

I specialise in providing strategic advice to private clients about superannuation including SMSFs, budgeting, cash flow management, tax-minimisation strategies, wealth creation and personal risk insurance.

Since entering the financial planning industry I have spoken to numerous groups on current financial markets as well as investment and financial planning strategies to create long term wealth.

I was previously awarded the FPA Certified Financial Planner - Professional of the year Award for Tasmania and have been a judge for the National FPA Certified Financial Planner - Professional of the year award. I have achieved the prestigious AFR Smart Investor Masterclass for Financial Planning, ranked in the top 10 financial advisers from around Australia.

I have regularly spoken on both morning and afternoon local radio about local and international investment markets, and have written many articles for both the local media and industry publications with regard to current financial issues.